Assets Under Management
$4.4B
Number of Clients
3,838
Number of Advisors
20
Average Client AUM
$1.1M
AUM per Advisor
$219.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Newport Group Consulting, LLC (NGC) is a registered investment adviser providing pension consulting, institutional investment, and fiduciary consulting services primarily to retirement plans, sponsors, and participants. Services include investment consulting, discretionary investment management, fiduciary governance advice, retirement plan consulting, and risk-selective target date portfolios. NGC is a wholly-owned subsidiary of Newport Group, Inc., an Ascensus Company.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.15% |
| $25.0M - $50.0M | 0.10% |
| $50M+ | 0.05% |
Fees may be higher based on complexity. Plans over $50 million are typically quoted at a fixed annual fee. Fee is blended as assets increase. Negotiable over $50 million.
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746